The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCO BRANDS CORP COM 00081T108 777 100,000 SH   DFND 1 100,000 0 0
ACCO BRANDS CORP COM 00081T108 311 40,000 SH   SOLE   40,000 0 0
AIR LEASE CORP CL A 00912X302 842 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 1,526 45,000 SH   DFND 2 45,000 0 0
AIR LEASE CORP CL A 00912X302 2,124 62,650 SH   SOLE   62,650 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,351 48,000 SH   DFND 2 48,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,643 66,500 SH   SOLE   66,500 0 0
AMBER RD INC COM 02318Y108 669 95,350 SH   DFND 1 95,350 0 0
AMBER RD INC COM 02318Y108 1,085 154,500 SH   DFND 2 154,500 0 0
AMBER RD INC COM 02318Y108 1,650 234,983 SH   SOLE   234,983 0 0
ANALOGIC CORP COM PAR $0.05 032657207 395 5,000 SH   DFND 2 5,000 0 0
ANALOGIC CORP COM PAR $0.05 032657207 395 5,000 SH   SOLE   5,000 0 0
APPLE INC COM 037833100 2,885 23,000 SH   SOLE   23,000 0 0
APPROACH RESOURCES INC COM 03834A103 251 36,650 SH   DFND 1 36,650 0 0
APPROACH RESOURCES INC COM 03834A103 93 13,550 SH   SOLE   13,550 0 0
ARI NETWORK SVCS INC COM NEW 001930205 47 15,000 SH   SOLE   15,000 0 0
AV HOMES INC COM 00234P102 262 18,250 SH   DFND 1 18,250 0 0
AV HOMES INC COM 00234P102 97 6,750 SH   SOLE   6,750 0 0
AVID TECHNOLOGY INC COM 05367P100 600 45,000 SH   SOLE   45,000 0 0
BARRACUDA NETWORKS INC COM 068323104 1,317 33,240 SH   DFND 1 33,240 0 0
BARRACUDA NETWORKS INC COM 068323104 1,110 28,023 SH   DFND 2 28,023 0 0
BARRACUDA NETWORKS INC COM 068323104 1,076 27,168 SH   SOLE   27,168 0 0
BECTON DICKINSON & CO COM 075887109 5,878 41,500 SH   DFND 2 41,500 0 0
BECTON DICKINSON & CO COM 075887109 637 4,500 SH   SOLE   4,500 0 0
BOEING CO COM 097023105 9,884 71,250 SH   DFND 1 71,250 0 0
BOEING CO COM 097023105 3,988 28,750 SH   SOLE   28,750 0 0
BOTTOMLINE TECH DEL INC COM 101388106 2,058 74,000 SH   SOLE   74,000 0 0
BROOKS AUTOMATION INC COM 114340102 1,775 155,000 SH   DFND 1 155,000 0 0
BROOKS AUTOMATION INC COM 114340102 1,031 90,000 SH   DFND 2 90,000 0 0
BROOKS AUTOMATION INC COM 114340102 773 67,500 SH   SOLE   67,500 0 0
BRUKER CORP COM 116794108 510 25,000 SH   DFND 2 25,000 0 0
BRUKER CORP COM 116794108 612 30,000 SH   SOLE   30,000 0 0
CARMAX INC COM 143130102 7,449 112,500 SH   DFND 2 112,500 0 0
CARMAX INC COM 143130102 1,490 22,500 SH   SOLE   22,500 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 81 10,000 SH   DFND 2 10,000 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 81 10,000 SH   SOLE   10,000 0 0
CHANNELADVISOR CORP COM 159179100 209 17,500 SH   SOLE   17,500 0 0
CLEAN HARBORS INC COM 184496107 752 14,000 SH   DFND 2 14,000 0 0
CLEAN HARBORS INC COM 184496107 376 7,000 SH   SOLE   7,000 0 0
COMCAST CORP NEW CL A 20030N101 6,014 100,000 SH   DFND 1 100,000 0 0
COMCAST CORP NEW CL A 20030N101 3,608 60,000 SH   DFND 2 60,000 0 0
CONMED CORP COM 207410101 2,806 48,150 SH   DFND 2 48,150 0 0
CONSTANT CONTACT INC COM 210313102 1,582 55,000 SH   SOLE   55,000 0 0
CORIUM INTL INC COM 21887L107 369 26,978 SH   DFND 1 26,978 0 0
CORIUM INTL INC COM 21887L107 548 40,000 SH   DFND 2 40,000 0 0
CORIUM INTL INC COM 21887L107 488 35,630 SH   SOLE   35,630 0 0
CORNING INC COM 219350105 691 35,000 SH   DFND 2 35,000 0 0
CRAWFORD & CO CL A 224633206 420 55,200 SH   SOLE   55,200 0 0
CUTERA INC COM 232109108 155 10,000 SH   SOLE   10,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,242 24,000 SH   DFND 2 24,000 0 0
DICKS SPORTING GOODS INC COM 253393102 518 10,000 SH   SOLE   10,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 678 128,675 SH   DFND 1 128,675 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 1,581 300,000 SH   DFND 2 300,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 1,370 260,000 SH   SOLE   260,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 4,786 110,000 SH   DFND 1 110,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 3,046 70,000 SH   DFND 2 70,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 3,437 79,000 SH   SOLE   79,000 0 0
ENTEGRIS INC COM 29362U104 3,351 230,000 SH   DFND 1 230,000 0 0
ENTEGRIS INC COM 29362U104 3,643 250,000 SH   DFND 2 250,000 0 0
ENTEGRIS INC COM 29362U104 5,755 395,000 SH   SOLE   395,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 889 3,499 SH   SOLE   3,499 0 0
EXACT SCIENCES CORP COM 30063P105 446 15,000 SH   SOLE   15,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 13,341 150,000 SH   DFND 1 150,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 12,007 135,000 SH   DFND 2 135,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,159 58,000 SH   SOLE   58,000 0 0
FEI CO COM 30241L109 1,161 14,000 SH   SOLE   14,000 0 0
FINANCIAL ENGINES INC COM 317485100 4,248 100,000 SH   DFND 1 100,000 0 0
FINANCIAL ENGINES INC COM 317485100 2,867 67,500 SH   DFND 2 67,500 0 0
FINANCIAL ENGINES INC COM 317485100 2,761 65,000 SH   SOLE   65,000 0 0
FLIR SYS INC COM 302445101 231 7,500 SH   DFND 2 7,500 0 0
FLIR SYS INC COM 302445101 231 7,500 SH   SOLE   7,500 0 0
FORMFACTOR INC COM 346375108 6,193 673,200 SH   DFND 1 673,200 0 0
FORMFACTOR INC COM 346375108 6,118 665,000 SH   DFND 2 665,000 0 0
FORMFACTOR INC COM 346375108 8,236 895,250 SH   SOLE   895,250 0 0
FOUNDATION MEDICINE INC COM 350465100 1,235 36,500 SH   DFND 1 36,500 0 0
FOUNDATION MEDICINE INC COM 350465100 254 7,500 SH   DFND 2 7,500 0 0
FOUNDATION MEDICINE INC COM 350465100 541 16,000 SH   SOLE   16,000 0 0
FREQUENCY ELECTRS INC COM 358010106 570 50,550 SH   DFND 2 50,550 0 0
FREQUENCY ELECTRS INC COM 358010106 3,408 302,150 SH   SOLE   302,150 0 0
GILEAD SCIENCES INC COM 375558103 5,386 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 11,123 95,000 SH   DFND 2 95,000 0 0
GILEAD SCIENCES INC COM 375558103 5,854 50,000 SH   SOLE   50,000 0 0
GSE SYS INC COM 36227K106 853 550,000 SH   SOLE   550,000 0 0
GSV CAP CORP COM 36191J101 2,104 204,050 SH   DFND 1 204,050 0 0
GSV CAP CORP COM 36191J101 387 37,500 SH   DFND 2 37,500 0 0
GSV CAP CORP COM 36191J101 1,000 96,950 SH   SOLE   96,950 0 0
GULFPORT ENERGY CORP COM NEW 402635304 2,163 53,750 SH   DFND 1 53,750 0 0
GULFPORT ENERGY CORP COM NEW 402635304 855 21,250 SH   SOLE   21,250 0 0
HEALTHSOUTH CORP COM NEW 421924309 3,224 70,000 SH   DFND 1 70,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 661 36,500 SH   DFND 1 36,500 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 245 13,500 SH   SOLE   13,500 0 0
HESS CORP COM 42809H107 2,675 40,000 SH   DFND 1 40,000 0 0
HESS CORP COM 42809H107 3,511 52,500 SH   DFND 2 52,500 0 0
HESS CORP COM 42809H107 1,070 16,000 SH   SOLE   16,000 0 0
HONEYWELL INTL INC COM 438516106 4,079 40,000 SH   DFND 1 40,000 0 0
HONEYWELL INTL INC COM 438516106 816 8,000 SH   DFND 2 8,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 296 173,000 SH   DFND 1 173,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 149 87,000 SH   SOLE   87,000 0 0
II VI INC COM 902104108 2,168 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 3,132 165,000 SH   DFND 2 165,000 0 0
II VI INC COM 902104108 2,293 120,800 SH   SOLE   120,800 0 0
IKANOS COMMUNICATIONS COM NEW 45173E204 26 12,827 SH   DFND 1 12,827 0 0
IKANOS COMMUNICATIONS COM NEW 45173E204 9 4,390 SH   SOLE   4,390 0 0
INGRAM MICRO INC CL A 457153104 250 10,000 SH   DFND 2 10,000 0 0
INGRAM MICRO INC CL A 457153104 250 10,000 SH   SOLE   10,000 0 0
IPG PHOTONICS CORP COM 44980X109 426 5,000 SH   SOLE   5,000 0 0
JABIL CIRCUIT INC COM 466313103 4,541 213,300 SH   DFND 1 213,300 0 0
JABIL CIRCUIT INC COM 466313103 3,194 150,000 SH   DFND 2 150,000 0 0
JABIL CIRCUIT INC COM 466313103 1,739 81,700 SH   SOLE   81,700 0 0
KVH INDS INC COM 482738101 484 36,000 SH   DFND 1 36,000 0 0
KVH INDS INC COM 482738101 5,851 435,000 SH   DFND 2 435,000 0 0
KVH INDS INC COM 482738101 5,949 442,300 SH   SOLE   442,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,335 35,763 SH   DFND 1 35,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 767 6,325 SH   SOLE   6,325 0 0
LADDER CAP CORP CL A 505743104 622 35,834 SH   DFND 1 35,834 0 0
LADDER CAP CORP CL A 505743104 496 28,577 SH   DFND 2 28,577 0 0
LADDER CAP CORP CL A 505743104 477 27,493 SH   SOLE   27,493 0 0
LEIDOS HLDGS INC COM 525327102 1,009 24,999 SH   DFND 1 24,999 0 0
LEIDOS HLDGS INC COM 525327102 242 5,999 SH   SOLE   5,999 0 0
LEMAITRE VASCULAR INC COM 525558201 663 55,000 SH   SOLE   55,000 0 0
LENDINGTREE INC NEW COM 52603B107 314 4,000 SH   SOLE   4,000 0 0
LIBBEY INC COM 529898108 2,934 71,000 SH   DFND 1 71,000 0 0
LIBBEY INC COM 529898108 1,612 39,000 SH   SOLE   39,000 0 0
LUNA INNOVATIONS COM 550351100 109 105,939 SH   SOLE   105,939 0 0
MEDTRONIC PLC SHS G5960L103 1,744 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 1,948 26,290 SH   DFND 2 26,290 0 0
MEDTRONIC PLC SHS G5960L103 620 8,365 SH   SOLE   8,365 0 0
MICREL INC COM 594793101 308 22,150 SH   DFND 2 22,150 0 0
MICREL INC COM 594793101 146 10,480 SH   SOLE   10,480 0 0
MKS INSTRUMENT INC COM 55306N104 1,897 50,000 SH   DFND 1 50,000 0 0
MKS INSTRUMENT INC COM 55306N104 2,561 67,500 SH   DFND 2 67,500 0 0
MKS INSTRUMENT INC COM 55306N104 3,760 99,100 SH   SOLE   99,100 0 0
MONSANTO CO NEW COM 61166W101 3,112 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO NEW COM 61166W101 1,151 10,800 SH   SOLE   10,800 0 0
NANOMETRICS INC COM 630077105 403 25,000 SH   SOLE   25,000 0 0
NATIONAL INSTRS CORP COM 636518102 147 5,000 SH   DFND 2 5,000 0 0
NATIONAL INSTRS CORP COM 636518102 147 5,000 SH   SOLE   5,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 413 21,800 SH   DFND 1 21,800 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 155 8,200 SH   SOLE   8,200 0 0
NEWPORT CORP COM 651824104 3,815 201,200 SH   DFND 1 201,200 0 0
NEWPORT CORP COM 651824104 2,291 120,850 SH   DFND 2 120,850 0 0
NEWPORT CORP COM 651824104 2,599 137,100 SH   SOLE   137,100 0 0
NORSAT INTL INC NEW COM NEW 656512209 100 20,000 SH   SOLE   20,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,891 231,250 SH   DFND 1 231,250 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,625 130,000 SH   DFND 2 130,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,061 244,900 SH   SOLE   244,900 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 944 17,750 SH   DFND 1 17,750 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,064 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 771 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 1,777 58,500 SH   SOLE   58,500 0 0
OMNICELL INC COM 68213N109 490 13,000 SH   SOLE   13,000 0 0
ORBOTECH LTD ORD M75253100 2,080 100,000 SH   DFND 1 100,000 0 0
ORBOTECH LTD ORD M75253100 936 45,000 SH   SOLE   45,000 0 0
PANERA BREAD CO CL A 69840W108 350 2,000 SH   SOLE   2,000 0 0
PDF SOLUTIONS INC COM 693282105 815 50,950 SH   DFND 1 50,950 0 0
PDF SOLUTIONS INC COM 693282105 2,948 184,250 SH   DFND 2 184,250 0 0
PDF SOLUTIONS INC COM 693282105 4,945 309,050 SH   SOLE   309,050 0 0
PHOTRONICS INC COM 719405102 624 65,625 SH   DFND 1 65,625 0 0
PHOTRONICS INC COM 719405102 1,964 206,500 SH   DFND 2 206,500 0 0
PHOTRONICS INC COM 719405102 2,628 276,325 SH   SOLE   276,325 0 0
PRECISION CASTPARTS CORP COM 740189105 7,995 40,000 SH   DFND 1 40,000 0 0
PRECISION CASTPARTS CORP COM 740189105 3,997 20,000 SH   SOLE   20,000 0 0
Q2 HLDGS INC COM 74736L109 565 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 353 12,500 SH   SOLE   12,500 0 0
QUINSTREET INC COM 74874Q100 1,847 286,393 SH   DFND 1 286,393 0 0
QUINSTREET INC COM 74874Q100 688 106,697 SH   SOLE   106,697 0 0
REIS INC COM 75936P105 222 10,000 SH   DFND 2 10,000 0 0
REIS INC COM 75936P105 3,438 155,000 SH   SOLE   155,000 0 0
RUCKUS WIRELESS INC COM 781220108 1,254 121,271 SH   SOLE   121,271 0 0
SCHLUMBERGER LTD COM 806857108 1,077 12,500 SH   DFND 2 12,500 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 857 132,524 SH   SOLE   132,524 0 0
SOUTHWEST AIRLS CO COM 844741108 1,436 43,400 SH   DFND 1 43,400 0 0
SOUTHWEST AIRLS CO COM 844741108 549 16,600 SH   SOLE   16,600 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,837 231,150 SH   DFND 1 231,150 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,694 192,500 SH   DFND 2 192,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,259 211,600 SH   SOLE   211,600 0 0
SUTRON CORP COM 869380105 148 17,500 SH   SOLE   17,500 0 0
SYPRIS SOLUTIONS INC COM 871655106 540 372,575 SH   DFND 1 372,575 0 0
SYPRIS SOLUTIONS INC COM 871655106 483 333,244 SH   DFND 2 333,244 0 0
SYPRIS SOLUTIONS INC COM 871655106 302 208,325 SH   SOLE   208,325 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 8,486 238,780 SH   DFND 1 238,780 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 3,727 104,870 SH   SOLE   104,870 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 9,689 343,468 SH   DFND 1 343,468 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 3,706 131,366 SH   SOLE   131,366 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,678 90,000 SH   DFND 1 90,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,732 75,000 SH   DFND 2 75,000 0 0
THESTREET INC COM 88368Q103 974 538,375 SH   SOLE   538,375 0 0
TIFFANY & CO NEW COM 886547108 1,304 14,200 SH   DFND 1 14,200 0 0
TIFFANY & CO NEW COM 886547108 230 2,500 SH   DFND 2 2,500 0 0
TIFFANY & CO NEW COM 886547108 532 5,800 SH   SOLE   5,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 849 85,000 SH   DFND 1 85,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,123 212,500 SH   SOLE   212,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 325 10,000 SH   DFND 2 10,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 935 150,000 SH   SOLE   150,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,711 70,000 SH   DFND 1 70,000 0 0
UNITED CONTL HLDGS INC COM 910047109 265 5,000 SH   DFND 2 5,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,590 30,000 SH   SOLE   30,000 0 0
VARIAN MED SYS INC COM 92220P105 2,867 34,000 SH   DFND 1 34,000 0 0
VARIAN MED SYS INC COM 92220P105 1,687 20,000 SH   DFND 2 20,000 0 0
VARIAN MED SYS INC COM 92220P105 1,349 16,000 SH   SOLE   16,000 0 0
VIASAT INC COM 92552V100 6,026 100,000 SH   DFND 1 100,000 0 0
VIASAT INC COM 92552V100 5,574 92,500 SH   DFND 2 92,500 0 0
VIASAT INC COM 92552V100 4,399 73,000 SH   SOLE   73,000 0 0
VICOR CORP COM 925815102 549 45,000 SH   SOLE   45,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 162 13,880 SH   DFND 1 13,880 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 730 62,500 SH   DFND 2 62,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 71 6,120 SH   SOLE   6,120 0 0
VISHAY PRECISION GROUP INC COM 92835K103 1,054 70,000 SH   SOLE   70,000 0 0
WAGEWORKS INC COM 930427109 951 23,500 SH   DFND 2 23,500 0 0
WAGEWORKS INC COM 930427109 1,133 28,000 SH   SOLE   28,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 206 12,500 SH   DFND 2 12,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 140 8,500 SH   SOLE   8,500 0 0
WPX ENERGY INC COM 98212B103 930 75,700 SH   DFND 1 75,700 0 0
WPX ENERGY INC COM 98212B103 338 27,500 SH   DFND 2 27,500 0 0
WPX ENERGY INC COM 98212B103 1,454 118,400 SH   SOLE   118,400 0 0
XCERRA CORP COM 98400J108 379 50,000 SH   DFND 1 50,000 0 0
XCERRA CORP COM 98400J108 278 36,666 SH   SOLE   36,666 0 0